Massey, Quick & Co. LLC is a large advisory firm based in Morristown. It manages $2.42 billion of regulatory assets for 757 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.
Massey, Quick & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Massey, Quick & Co. LLC is $2.42 billion. The firm's AUM has grown by 583% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Massey, Quick & Co. LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Massey, Quick & Co. LLC performs its advisory services is located at 360 Mt. Kemble Ave, Morristown, NJ 07960, which is also the mailing address of the firm. An additional office of the firm is in Vero Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-525-1000 or by fax 973-525-1100. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at masseyquick.com.